MBB ISHARES TR

SHS (fund)

1,012 managers (1,025 13F filers) reported a position in MBB shares at 2025-12-31, 346,822,834 shares in all. 92 filers opened a position and 59 filers sold out during the quarter.

Managers: 1,012
13F filers: 1,025
New: 92
Added: 475
Reduced: 283
Sold out: 59
Shares held by filers: 346,822,834

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
TRANSCEND CAPITAL ADVISORS, LLC	6,900	$657K	0.05%	-670	13F-HR Timeline
United Advisor Group, LLC	6,826	$650K	0.08%	-984	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	5,565	$648K	0.04%	0	13F-HR Timeline Group
SMITHBRIDGE ASSET MANAGEMENT INC/DE	6,648	$633K	0.05%	+336	13F-HR Timeline
Heritage Family Offices, LLP	6,609	$629K	0.29%	+41	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	6,564	$625K	0.07%	+88	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	6,556	$624K	0.01%	0	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	6,522	$621K	0.03%	-100	13F-HR Timeline
Quartz Partners, LLC	6,501	$619K	0.23%	+314	13F-HR Timeline
Hobbs Wealth Management, LLC	6,482	$617K	0.6%	+425	13F-HR Timeline
Cypress Capital, LLC	6,389	$608K	0.17%	-332	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	6,375	$607K	0.01%	-438	13F-HR Timeline Group
Larry Mathis Financial Planning, LLC	6,355	$605K	0.53%		13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	6,348	$604K	0.17%	-8,822	13F-HR Timeline
Cooper Financial Group	6,334	$603K	0.06%	-33	13F-HR Timeline
W ADVISORS, LLC	6,331	$603K	0.3%	+622	13F-HR Timeline
River Street Advisors LLC	6,305	$600K	0.22%	0	13F-HR Timeline
Advyzon Investment Management, LLC	6,271	$597K	0.07%	+4,083	13F-HR Timeline
Continuum Advisory, LLC	6,247	$595K	0.06%	+2,602	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	6,234	$594K	0.02%	-520	13F-HR Timeline
NEW ENGLAND ASSET MANAGEMENT INC	6,199	$590K	0.08%	0	13F-HR Timeline
McCartney Wealth Management LLC	6,112	$582K	0.5%		13F-HR Timeline
UPTICK PARTNERS, LLC	6,081	$579K	0.12%	new	13F-HR Timeline
Optas, LLC	6,042	$575K	0.09%	-20,283	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	6,033	$574K	0.06%	-436	13F-HR Timeline
Advisor Resource Council	6,014	$573K	0.2%	new	13F-HR Timeline
ONE Advisory Partners, LLC	5,998	$571K	0.17%	-19	13F-HR Timeline
VestGen Investment Management	5,990	$570K	0.32%	-150	13F-HR Timeline
BCS Wealth Management	5,876	$560K	0.06%	+2,938	13F-HR Timeline
Fourth Dimension Wealth, LLC	5,852	$557K	0.2%	-154	13F-HR Timeline
BLAIR WILLIAM & CO/IL	5,800	$552K	<0.01%	-39	13F-HR Timeline
IVC Wealth Advisors LLC	5,764	$549K	0.24%	+245	13F-HR Timeline
FAS Wealth Partners, Inc.	5,734	$546K	0.04%	+318	13F-HR Timeline
Integrated Wealth Management	5,687	$542K	0.61%		13F-HR Timeline
Clear Creek Financial Management, LLC	5,686	$541K	0.04%	+442	13F-HR Timeline
Vertex Investment Solutions Co., Ltd.	5,600	$535K	0.53%		13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	5,605	$534K	0.01%	+2,938	13F-HR Timeline Group
Dynamic Advisor Solutions LLC	5,592	$532K	0.02%	+558	13F-HR Timeline
Catalina Capital Group, LLC	5,587	$532K	0.33%	+465	13F-HR Timeline
Aprio Wealth Management, LLC	5,472	$532K	0.03%	-1,309	13F-HR Timeline
Delta Wealth Advisors LLC	5,570	$530K	0.44%	-3,029	13F-HR Timeline
NATURAL INVESTMENTS, LLC	5,572	$530K	0.13%	new	13F-HR Timeline
Hyundai Investments Co., Ltd.	5,535	$528K	0.51%	new	13F-HR Timeline
Ausdal Financial Partners, Inc.	5,498	$523K	0.02%	-264	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	5,471	$521K	0.08%	0	13F-HR Timeline
HB Wealth Management, LLC	5,466	$521K	<0.01%	+975	13F-HR Timeline
DEARBORN PARTNERS LLC	5,463	$520K	0.03%	-198	13F-HR Timeline
GeoWealth Management, LLC	5,398	$514K	0.02%	-21,947	13F-HR Timeline
WORLD EQUITY GROUP, INC.	5,362	$511K	0.14%	+824	13F-HR Timeline
Successful Portfolios LLC	5,322	$510K	0.26%	-12	13F-HR Timeline
OMNI 360 Wealth, Inc.	5,290	$507K	0.26%	+365	13F-HR Timeline
LANARK FINANCIAL, INC.	5,209	$496K	0.04%	-1,489	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	5,207	$496K	0.03%	0	13F-HR Timeline
Vantage Point Financial LLC	5,194	$495K	0.18%	+884	13F-HR Timeline
Facet Wealth, Inc.	5,163	$494K	0.01%	new	13F-HR Timeline
MONECO ADVISORS, LLC	5,174	$493K	0.04%	+96	13F-HR Timeline
FLP Wealth Management, LLC	5,158	$491K	1.16%	+2,523	13F-HR/A Timeline
OARSMAN CAPITAL, INC.	5,145	$490K	0.06%	-14	13F-HR Timeline
Vantage Financial Partners, LLC	5,087	$484K	0.1%	-2,081	13F-HR Timeline
Sound Income Strategies, LLC	5,049	$483K	0.02%	+3,667	13F-HR Timeline
Sage Advisory Services, Ltd.Co.	5,064	$482K	0.26%	-9,030	13F-HR Timeline
Fiduciary Alliance LLC	5,057	$482K	0.03%	+1,183	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	5,040	$480K	0.03%	-969	13F-HR Timeline
Bell Investment Advisors, Inc	5,032	$479K	0.08%	+89	13F-HR Timeline
Legacy Capital Group California, Inc.	4,922	$469K	0.11%	+811	13F-HR Timeline
Keel Point, LLC	4,885	$465K	0.03%	-315	13F-HR Timeline
Pinnacle Family Advisors, LLC	4,880	$465K	0.2%	+281	13F-HR Timeline
AdvisorNet Financial, Inc	4,854	$462K	0.02%	+74	13F-HR Timeline
Kovack Advisors, Inc.	4,811	$458K	0.02%	new	13F-HR/A Timeline
NOVUS ADVISORS, LLC	4,795	$457K	1.02%	-151	13F-HR Timeline
Empirical Asset Management, LLC	4,779	$455K	0.13%	-1,119	13F-HR Timeline
NOVEM GROUP	4,735	$451K	0.05%	+36	13F-HR Timeline
Acropolis Investment Management, LLC	4,665	$444K	0.02%	-4,802	13F-HR Timeline
DT Investment Partners, LLC	4,635	$441K	0.04%	0	13F-HR Timeline
Argent Trust Co	4,622	$440K	0.02%	-5,168	13F-HR Timeline
Petix & Botte Co	4,527	$431K	0.1%	+1,076	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	4,500	$428K	0.1%	0	13F-HR Timeline
HARBOR CAPITAL ADVISORS, INC.	4,499	$428K	0.03%	+2,792	13F-HR Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC	4,481	$427K	<0.01%	new	13F-HR Timeline Group
ORG Partners LLC	4,438	$423K	0.07%	+356	13F-HR Timeline
Pallas Capital Advisors LLC	4,394	$418K	0.01%	+43	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,392	$418K	0.01%	+1,941	13F-HR Timeline Group
Fiscal Wisdom Wealth Management, LLC	4,384	$417K	0.39%	+967	13F-HR Timeline
CENTRAL BANK & TRUST CO	4,339	$413K	0.06%	-126	13F-HR Timeline
Precision Wealth Strategies, LLC	4,334	$413K	0.13%	-126	13F-HR Timeline
BridgePort Financial Solutions, LLC	4,275	$407K	0.11%	+648	13F-HR Timeline
First Citizens Asset Management, Inc.	4,261	$406K	0.14%	+525	13F-HR Timeline
Clearwave Capital, LLC	4,248	$405K	0.3%		13F-HR Timeline
Western Financial Corp/CA	4,137	$394K	0.16%	-177	13F-HR Timeline
GTS SECURITIES LLC	4,134	$394K	0.01%	new	13F-HR Timeline
Tactive Advisors, LLC	4,100	$390K	0.11%	-694	13F-HR Timeline
Financial Plan, Inc.	4,088	$389K	0.04%		13F-HR Timeline
CENTAURUS FINANCIAL, INC.	4,023	$383K	0.02%	+240	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	4,015	$382K	0.02%	-182	13F-HR Timeline
GUIDANCE CAPITAL, INC	4,008	$382K	0.09%	new	13F-HR Timeline
Savvy Advisors, Inc.	3,998	$381K	0.01%	+711	13F-HR Timeline
LGT Financial Advisors LLC	3,993	$380K	2.33%	+277	13F-HR Timeline
RFG Advisory, LLC	3,989	$380K	0.01%	+116	13F-HR Timeline
Financial Enhancement Group LLC	3,972	$379K	0.05%	-370	13F-HR Timeline
KPP Advisory Services LLC	3,944	$376K	0.05%	+349	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	3,927	$374K	0.03%	new	13F-HR Timeline Group
Friedenthal Financial	3,881	$370K	0.19%	-43,655	13F-HR Timeline
Pursuit Wealth Management LLC	3,874	$369K	0.32%		13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	3,874	$369K	0.02%	-667	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	3,843	$366K	0.08%	+1,285	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	3,840	$366K	0.01%	+1,676	13F-HR Timeline Group
LifeWealth Investments, LLC	3,835	$365K	0.12%	new	13F-HR Timeline
RCW Management, LLC	3,773	$359K	0.36%		13F-HR Timeline
FineMark National Bank & Trust	3,772	$359K	0.01%	0	13F-HR Timeline
BLALOCK WILLIAMS, LLC	3,754	$357K	0.29%	+617	13F-HR Timeline
Midwest Trust Co	3,727	$355K	<0.01%	+514	13F-HR Timeline
CALTON & ASSOCIATES, INC.	3,717	$354K	0.05%	-517	13F-HR Timeline
Headlands Technologies LLC	3,717	$354K	0.03%	-1,519	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	3,717	$354K	0.02%	+45	13F-HR Timeline
Advisory Alpha, LLC	3,689	$351K	0.01%	-154	13F-HR Timeline
Synergy Investment Management, LLC	3,663	$349K	0.12%	-664	13F-HR Timeline
Rede Wealth, LLC	3,640	$347K	0.12%	new	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	3,640	$347K	0.04%	+3,070	13F-HR Timeline Group
Horizon Investments, LLC	3,569	$340K	<0.01%	-598	13F-HR Timeline
Hutchens & Kramer Investment Management…	3,558	$339K	0.12%	-53	13F-HR Timeline
Stewardship Advisors, LLC	3,557	$339K	0.08%	+694	13F-HR Timeline
MMBG INVESTMENT ADVISORS CO.	3,551	$338K	0.03%	0	13F-HR Timeline
Aviance Capital Partners, LLC	3,523	$335K	0.04%	0	13F-HR Timeline
Blue Capital, Inc.	3,522	$335K	0.24%	-397	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	3,519	$335K	0.05%	-1,139	13F-HR Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC	3,519	$335K	<0.01%	0	13F-HR Timeline Group
Comprehensive Money Management Services…	3,515	$335K	0.23%	0	13F-HR Timeline
Adams Wealth Management	3,513	$335K	0.07%	-1,431	13F-HR Timeline
CacheTech Inc.	3,513	$335K	0.06%	-1,431	13F-HR Timeline
City State Bank	3,507	$334K	0.09%	+200	13F-HR Timeline
Beverly Hills Private Wealth, LLC	3,498	$333K	0.06%	-326	13F-HR/A Timeline
Rehmann Capital Advisory Group	3,486	$332K	0.02%	-195	13F-HR Timeline
PFG Advisors	3,466	$330K	0.02%	-909	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	3,463	$330K	0.12%	+894	13F-HR Timeline
ARWA LLC	3,451	$329K	0.19%		13F-HR Timeline
National Philanthropic Trust	3,448	$328K	<0.01%	new	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	3,441	$328K	0.11%	-291	13F-HR Timeline Group
ENTREWEALTH, LLC	3,423	$327K	0.15%	new	13F-HR Timeline
Austin Wealth Management, LLC	3,424	$326K	0.05%	new	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	3,389	$323K	0.01%	+1,287	13F-HR Timeline Group
Cassady Wealth & Retirement Planning, L…	3,389	$323K	0.21%		13F-HR Timeline
Avantra Family Wealth, Inc.	3,340	$318K	0.23%	+16	13F-HR Timeline
Windward Private Wealth Management Inc.	3,327	$317K	0.11%	+37	13F-HR Timeline
Ifrah Financial Services, Inc.	3,310	$315K	0.08%	+209	13F-HR Timeline
Apella Capital, LLC	3,289	$313K	0.01%	new	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,285	$313K	0.05%	new	13F-HR Timeline Group
Total Clarity Wealth Management, Inc.	3,283	$313K	0.08%	+990	13F-HR Timeline
Magnolia Private Wealth, LLC	3,258	$310K	0.22%	new	13F-HR Timeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC	3,200	$305K	0.02%	0	13F-HR Timeline Group
Elevation Wealth Management LLC	3,193	$304K	0.29%		13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	3,190	$304K	0.1%	new	13F-HR Timeline
GWN SECURITIES INC.	3,176	$302K	0.06%	+390	13F-HR Timeline
Nordwand Advisors, LLC	3,175	$302K	0.05%	-40	13F-HR Timeline
Vernal Point Advisors, LLC	3,169	$302K	0.12%	-6,626	13F-HR Timeline
Sharper & Granite LLC	3,160	$301K	0.11%	new	13F-HR Timeline
Fairvoy Private Wealth, LLC	3,152	$300K	0.07%	+68	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	3,120	$297K	0.04%	new	13F-HR Timeline
Claro Advisors Inc.	3,113	$296K	0.04%	-2,425	13F-HR Timeline
Fulcrum Equity Management	3,081	$293K	0.28%	-86	13F-HR Timeline
International Private Wealth Advisors L…	3,048	$290K	0.18%	-100	13F-HR Timeline
First PREMIER Bank	2,920	$278K	0.06%	+1,575	13F-HR Timeline
Alpha Financial Advisors, LLC	2,918	$278K	0.08%	new	13F-HR Timeline
Lynx Investment Advisory	2,909	$277K	0.15%	+334	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	2,865	$273K	0.04%	-180	13F-HR Timeline
CIDEL ASSET MANAGEMENT INC	2,850	$271K	0.02%	0	13F-HR Timeline
Talisman Wealth Advisors LLC	2,843	$271K	0.21%	+517	13F-HR Timeline
Obermeyer Wealth Partners	2,842	$271K	0.01%	+189	13F-HR Timeline
Global Financial Private Client, LLC	2,829	$269K	0.09%	-27	13F-HR Timeline
Elevated Capital Advisors, LLC	2,811	$268K	0.06%	-12	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	2,787	$265K	0.02%		13F-HR Timeline
Clark Asset Management, LLC	2,781	$265K	0.03%	-650	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	2,754	$262K	<0.01%	new	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	2,743	$261K	0.01%	-599	13F-HR Timeline
Capital Asset Advisory Services LLC	2,728	$260K	0.01%	-5	13F-HR Timeline
LINCOLN CAPITAL CORP	2,730	$260K	0.09%	-70,910	13F-HR Timeline
FWG Investments, LLC.	2,722	$259K	0.17%	-136	13F-HR Timeline
EQ LLC	2,690	$256K	0.07%	+67	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	2,685	$256K	0.08%	new	13F-HR Timeline
Stirlingshire Investments, Inc.	2,681	$255K	0.23%		13F-HR Timeline
Prosperity Consulting Group, LLC	2,667	$254K	0.01%	new	13F-HR Timeline
WHITTIER TRUST CO	2,643	$252K	<0.01%	0	13F-HR Timeline
Bison Wealth, LLC	2,660	$250K	0.03%	new	13F-HR Timeline
Kingdom Financial Group LLC.	2,627	$250K	0.08%	-4,055	13F-HR Timeline
Activest Wealth Management	2,624	$250K	0.05%	new	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	2,623	$250K	0.21%	+2,203	13F-HR Timeline
MKT Advisors LLC	2,611	$249K	0.08%	-50	13F-HR Timeline
Impact Capital Partners LLC	2,589	$247K	0.07%	new	13F-HR Timeline
Graetz Wealth LLC	2,578	$246K	0.22%		13F-HR Timeline
Frisch Financial Group, Inc.	2,569	$245K	0.05%	new	13F-HR Timeline
Breakwater Capital Group	2,566	$244K	0.03%	+85	13F-HR Timeline
Midwest Heritage Bank, FSB	2,532	$241K	0.08%	-415	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	2,527	$241K	0.05%	+9	13F-HR Timeline Group
C2C Wealth Management, LLC	2,526	$241K	0.2%	-398	13F-HR Timeline
Churchill Financial Advisors, LLC	2,520	$240K	0.07%		13F-HR Timeline
Avior Wealth Management, LLC	2,503	$238K	0.01%	-310	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	2,476	$236K	0.02%	-2,206	13F-HR Timeline
Accurate Wealth Management, LLC	2,461	$236K	0.03%	-421	13F-HR Timeline
Yoffe Investment Management, LLC	2,458	$234K	0.3%	0	13F-HR Timeline
Atomic Invest LLC	2,430	$232K	0.13%		13F-HR Timeline
Hillsdale Investment Management Inc.	2,430	$231K	0.01%	+490	13F-HR Timeline